DW CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ARLINGTON, Massachusetts
CRD number
332455

Firm profile

FINTRX

Overview

DW Capital Management LLC operates as a limited liability company focused on real estate brokerage and acting as sponsor, general partner and managing member of pooled investment vehicles. The firm’s recorded activities center on structuring and managing small, private investment entities rather than operating as a multi-state advisory firm or broad capital allocator. It is not identified as an active ESG investor, pension consultant, or related adviser, and its classification is listed as unclassified. Investment activity appears concentrated on sponsor-level involvement in property transactions and pooled vehicles that aggregate capital from a small group of owners. That sponsor/GP role implies direct sourcing, deal-level structuring and hands-on asset oversight rather than passive securities-only management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Weinstock

    PrincipalCRD 7981036

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARLINGTON, MA

MIDDLESEX

Location

ARLINGTON, MA

Headquartered in ARLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
385 Mystic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth